find your solution.

search for solutions by category, industries, insights, and people.

Client Accounting Advisory Services

Solutions

Advisory

Client Accounting Advisory Services

elliott davis

Focus on what matters.

get in touch

Get out of the weeds so you can focus on high-impact activities to grow your business. Let us empower your decision-making through outsourced accounting and advisory services. We specialize in serving customers in healthcare, not-for-profit, e-commerce, construction, and real estate, as well as closely held businesses. We prioritize building strong relationships with our customers and tailoring our services to their unique needs.

get in touch

solution overviews

Business Planning and Management

  • Business and financial strategic planning
  • Financial talent development
  • Performance measurement
  • Mergers and acquisition consulting

CFO, Controller and Advisory Services

  • Interim or ongoing financial leadership
  • Development and implementation of policies and procedures
  • Advisory planning meetings with management

Financial Reporting

  • Preparation and analysis of financial statements
  • Customized financial reporting on monthly, quarterly, and annual basis
  • Assistance with measuring financial outcomes compared to budget

Non-income Tax Reporting

  • Preparation of Forms 1099
  • Federal, state, and local grant management

Operations and Financial Management

  • Financial models, analysis, and management tools
  • Budgeting and forecasting
  • Capital structure and lender relations
  • Cost allocation planning
  • Loan covenant analysis
  • Cash flow forecasting
  • Capital asset planning and management
  • Key performance indicator (KPI) dashboards
  • Benchmarking

Outsourced Accounting Services

  • Electronic accounts payable management
  • Intercompany account reconciliation
  • Financial and accounting management tools
  • Real-time reporting
  • Month end close support and account reconciliations
  • Transaction recording
  • General ledger analysis

technologystack

Intuit quickbooks logo in green, white, and black
Sage intacct logo green and gray
Bill platinum certified logo

THE TEAM

meet our

specialists

Rachel Wehrman

Shareholder

W. Mark Rudolph

Shareholder

Nick Annan

Principal

Ashley Noojin

Director

Gina Derbidge

Director

Autumn Jewell

Senior Manager

Leigha Shippee

Senior Manager

John Opalenick

Senior Manager

Juli Reynolds

Senior Manager

Christina Worley

Senior Manager

Patrick Arnold

Senior Manager

Eric Pastan

Director

Kimberly Hewitt

Senior Manager

Featured Insight

Helping a real estate firm achieve visibility into cash flow

view insight
view all insights

more insights

Strategic balance sheet restructuring: Key trends for 2026Strategic balance sheet restructuring: Key trends for 2026

Strategic balance sheet restructuring: Key trends for 2026

Strategic balance sheet restructuring trends for 2026, including portfolio repositioning, sale-leasebacks, and tools to improve capital efficiency

March 12, 2026
ASU 2025-08: What specialty finance lenders need to knowASU 2025-08: What specialty finance lenders need to know

ASU 2025-08: What specialty finance lenders need to know

Learn how specialty finance companies and fintech lenders can apply ASU 2025-08 to account for purchased seasoned loans.

March 4, 2026
2026 Tax Alert: Deadline approaching for opportunity zone deferred gains2026 Tax Alert: Deadline approaching for opportunity zone deferred gains

2026 Tax Alert: Deadline approaching for opportunity zone deferred gains

Deferred Opportunity Zone gains become taxable on December 31, 2026. Learn what this means for QOF investors and how early planning can help manage cash flow.

Article
March 2, 2026
Transforming a growing pediatric DSO into a scalable, private equity-ready platformTransforming a growing pediatric DSO into a scalable, private equity-ready platform

Transforming a growing pediatric DSO into a scalable, private equity-ready platform

See how a nine-office DSO built a scalable, private equity-ready platform using office-level modeling, KPI dashboards, and a centralized back-office.

Case Study
February 26, 2026
Is your business ready to sell? A comprehensive guide to strategic, financial, and operational readinessIs your business ready to sell? A comprehensive guide to strategic, financial, and operational readiness

Is your business ready to sell? A comprehensive guide to strategic, financial, and operational readiness

Learn how to prepare your business for sale by strengthening strategy, financial reporting, and operations to enhance valuation and attract buyers.

Article
February 25, 2026
How bridging finance and operations drives profitability and growth in manufacturingHow bridging finance and operations drives profitability and growth in manufacturing

How bridging finance and operations drives profitability and growth in manufacturing

Finance and operations alignment boosts agility, scalability, and profitability. Learn how collaboration, real-time data, and integrated KPIs transform manufacturing performance.

February 4, 2026

related solutions

State & Local Tax

Navigate the ever-changing state and local tax arena with confidence.

view solution

Business Systems Consulting

Helping customers evaluate and improve the design and function of their business systems technology.

view solution

find your solution

by industry
by category

All Industries

Closely Held Business

Construction

Entertainment & Sports

Financial Services

Healthcare

Manufacturing & Distribution

Not-for-Profit

Private Equity

Professional Services

Real Estate

Technology

Industries

Solutions by Industry

Every industry has its own nuances. We take that into consideration and approach business solutions with the specific lens required of your field. Our teams are comprised of talent with relevant experience and we’re prepared to meet every challenge.

Advisory

Human Capital

Succession Planning

Strategy & Growth

Operational Excellence

Governance, Risk, & Compliance

Fraud & Forensic Accounting

Family Law Litigation Support

Sustainability & ESG

Commercial Litigation Support

Business Valuation Consulting

Business Turnaround & Recovery

Client Accounting Advisory Services

Transaction Advisory

Solutions

Solutions by Category

When running a business, a variety of challenges and opportunities present themselves. Our breadth of services span every category. Based on your business goals, we’ll find the right solutions to meet the moment.

contact our team.